Come see us at upcoming industry events
Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.
CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
Top 1000 Funds Fiduciary Investors Symposium
16–18 September | Stanford University, USA
Margaret Franklin, CFA, President and CEO of CFA Institute, will share her perspective on how emerging technologies—from AI to digital assets—are reshaping institutional investment during the panel “Powering Portfolios: How Tech is Revolutionizing Institutional Investment.
2025 Student Managed Investment Fund Conference
9–10 October | Chicago, IL
CFA Institute will sponsor SMIFC 2025, a gathering of 300+ students from 40+ schools focused on investment management education, networking, and career development. Rob Langrick, Managing Director of Credentialing at CFA Institute, will speak about the CFA® Program and how it supports students in launching successful careers in finance.
2025 Financial Modeling World Cup
1–3 December | Las Vegas, NV
CFA Institute is proud to sponsor the 2025 Financial Modeling World Cup. As part of our partnership, our community gets 20% off The Active Cell, a hands-on Microsoft Excel and financial modeling training camp. Compete, learn, and sharpen your skills with real-world challenges. Use code CFAINSTITUTE at checkout to save.
2025 Financial Education Association Conference
18–20 September | San Antonio, TX
CFA Institute is a proud sponsor of the 2025 Financial Education Association (FEA) Conference, which brings together finance educators to advance collegiate financial education. Rob Langrick, CFA Institute’s Managing Director of Credentialing, will speak on the CFA Program and its role in shaping the future of finance education.
P&I WorldPensionSummit
4–6 November | The Hague, Netherlands
Genevieve Hayman, Senior Research Affiliate at CFA Institute, will join a panel discussion on what institutional asset owners value most from asset managers—today and going forward. Topics include asset manager selection, decision-making bias, fee structures & new opportunities for partnership, disclosure rules & data sources, ESG data, and the growing role of AI in evaluations.
2025 Microsoft Excel Collegiate Challenge
1–3 December | Las Vegas, NV
CFA Institute is supporting the MECC 2025, a dynamic student competition that showcases spreadsheet and analytical skills.
3rd Annual Pensión Conference
23 September | Virtual
Genevieve Hayman, Senior Research Affiliate, Research, Advocacy, and Standards, at CFA Institute, will speak in the session “Investors of the Future: What Pensión Systems Need to Know Now” at the third annual Pension Conference, a free online event open to all. Hayman’s research spans pensions, retirement security, and behavioral systems.
FT’s Global Wealth Management Summit
5–6 November 2025 | In-Person & Digital | London
Olivier Fines, Head of Advocacy and Policy Research, EMEA, at CFA Institute, will join the panel: Private Clients Meet Private Markets – Can Investor Protections Keep Pace? CFA Institute members receive 25% off registration with code CFA25 at checkout.
CFA Institute events you may be interested in
CFA® Program career paths webinar series: Corporate Investor Relations
This webinar looks at Corporate Investor Relations, the role which serves as an interface between company management and the investment community: primarily portfolio managers, Chief Investment Officers, equity analysts and credit analysts.
Navigating real estate credit, brick by brick
Join us for this in-depth conversation to gain valuable insights from industry experts and explore how private real estate credit can play a strategic role in long-term investment planning.
29th Annual GIPS® Standards Conference
Connect with peers and gain valuable insights as leading industry and regulatory experts explore the latest trends in investment performance. Don’t miss this premier event for networking and thought leadership.
